Company · Ownership research

Vertex, Inc. VERX

CIK 0001806837 · CUSIP 92538J106

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 92538J106 (VERX), not CUSIP 92538J906 (VERX), CUSIP 92538J956 (VERX), and does not merge CUSIPs.

This page lists the top 20 of 81 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Aberdeen Group plc CIK 1716774 · View history	$57.77M 239,412 shares	0.08%	+239.41KNew	SEC filing ↗ Nov 6, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$18.40M 1,561,629 shares	0.00%	-274.92K(-15.00%)Reduced	SEC filing ↗ Nov 6, 2026	▾
03	Legacy Advisors, LLC CIK 1720969 · View history	$15.83M 1,343,905 shares	1.51%	+67(0.00%)Added	SEC filing ↗ Oct 19, 2026	▾
04	GAGNON SECURITIES LLC CIK 1125725 · View history	$12.31M 1,045,187 shares	2.14%	+284.16K(+37.30%)Added	SEC filing ↗ Nov 5, 2026	▾
05	CITIGROUP INC CIK 831001 · View history	$11.50M 976,094 shares	0.01%	+3.13K(+0.30%)Added	SEC filing ↗ Nov 4, 2026	▾
06	BANQUE PICTET & CIE SA CIK 1535602 · View history	$6.43M 545,925 shares	0.06%	-2.05K(-0.40%)Reduced	SEC filing ↗ Oct 16, 2026	▾
07	BARCLAYS PLC CIK 312069 · View history	$5.29M 449,178 shares	0.00%	-258.33K(-36.50%)Reduced	SEC filing ↗ Nov 6, 2026	▾
08	Gagnon Advisors, LLC CIK 1599466 · View history	$4.26M 361,621 shares	2.34%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾
09	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$3.10M 263,266 shares	0.00%	+2.90K(+1.10%)Added	SEC filing ↗ Nov 4, 2026	▾
10	Bank of New York Mellon Corp CIK 1390777 · View history	$2.79M 236,779 shares	0.00%	-26.20K(-10.00%)Reduced	SEC filing ↗ Nov 5, 2026	▾
11	Y-Intercept (Hong Kong) Ltd CIK 1772875 · View history	$2.75M 233,668 shares	0.06%	-69.83K(-23.00%)Reduced	SEC filing ↗ Oct 16, 2026	▾
12	BROWN CAPITAL MANAGEMENT LLC CIK 885062 · View history	$1.46M 124,022 shares	0.28%	-249.80K(-66.80%)Reduced	SEC filing ↗ Oct 27, 2026	▾
13	Lazard Freres Gestion S.A.S. CIK 1426748 · View history	$1.13M 95,660 shares	0.02%	0(0.00%)Unchanged	SEC filing ↗ Nov 3, 2026	▾
14	EDMP, INC. CIK 1016021 · View history	$1.12M 94,892 shares	0.86%	+94.89KNew	SEC filing ↗ Oct 22, 2026	▾
15	CenterBook Partners LP CIK 1872738 · View history	$888.44K 75,419 shares	0.04%	+54.30K(+257.10%)Added	SEC filing ↗ Nov 2, 2026	▾
16	Creative Planning CIK 1540235 · View history	$864.44K 73,382 shares	0.00%	+11.15K(+17.90%)Added	SEC filing ↗ Nov 2, 2026	▾
17	DEUTSCHE BANK AG\ CIK 948046 · View history	$855.72K 72,642 shares	0.00%	-5.63K(-7.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
18	Inspire Investing, LLC CIK 1670139 · View history	$649.49K 55,135 shares	0.03%	+55.13KNew	SEC filing ↗ Oct 22, 2026	▾
19	Russell Investments Group, Ltd. CIK 1692234 · View history	$540.01K 47,117 shares	0.00%	+23.41K(+98.80%)Added	SEC filing ↗ Nov 6, 2026	▾
20	VIRGINIA RETIREMENT SYSTEMS ET Al CIK 1005354 · View history	$480.62K 40,800 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 28, 2026	▾

Showing 20 / 81 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

8,381,042

Not deduplicated across managers

Disclosed value

$153.74M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Vertex, Inc. · Q3 2026

Explore all 81 reporting institutions.

This page includes 20 of 81 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 81 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"92538J106","quarter":"2026Q3","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.